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20121027
20121104
Search Results 0 to 5 of about 6 (some duplicates have been removed)
this industry is still a terrific fit for the times we're in. it ain't no boom here. an environment of high unemployment, slow wage growth, expensive gas prices, you better believe that consumers are still going to trade down to cheaper merchandise. and the merchandise is about as goo good as it gets. plus, imagine how good dollar general can do if washington pushes the economy back into a recession. not only would this company be immune to the pain, nor and more consumers would be forced to squeeze down even as our nation obviously would be hurt badly bypassing over the fiscal cliff. look, we've had a stagnant economy for ages. how come i'm recommending it now? the easy, it's cheap. it's fallen from its highs and thanks to equity investors have sold some of their shares. but mainly on account of the not so hot numbers we got from dollar tree. see, dollar tree cut its same-store sales guidance in the third quarter recently blaming high gasoline prices and the preholiday calendar shift. the forecast hammered the whole group. but i don't think their alibis add up. let's take them one at a tim
. >> let's talk about how you got to 98.6 in an environment where everyone is still worried about retail. that means you're still signing people up. are these companies that formerly decided they didn't embrace the outlet and now are, or is this just more of the same, more under armor? more of a higher end guidance, more j. crew? >> people love the outlet. people love the bargain. they demand bargains in today's environment. everybody that manufactures almost anything today has an outlet distribution channel as part of their corporate strategy long-term. you mention under armor, they're great partners. but they've only been in business less than ten years. they've been public seven years. part of our skill set is identifying tenants of the future. which we want. we don't want tenants of the past. >> the ones that have been obsoleted by amazon do not have -- they just never went outlet. >> they did not. our products are basically apparel and footwear, sizes, colors. we do not sell computer hardware, books, things that are easily bought on the internet where you can get the best price on a
Search Results 0 to 5 of about 6 (some duplicates have been removed)